Client Relations Specialist - Bookkeeping and Tax Services - Remote

Overview

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US.

In Short

• Remote position focused on client relations in bookkeeping and tax services.
• Lead communications with clients regarding accounting and procedural inquiries.
• Manage client escalations with exceptional customer service.
• Guide clients through service changes and clarify billing charges.
• Deliver high-quality bookkeeping and tax services.
• Support onboarding and maintenance teams as needed.
• Contribute to departmental and team projects.
• Gain understanding of client business models.
• Provide advice on best practices for client communication.
• Perform other related duties as required.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Problem-solving skills.
• Ability to work independently in a remote environment.

Benefits

• Work from home flexibility.
• Opportunity to help entrepreneurs succeed.
• Supportive company culture focused on employee empowerment.
• Competitive salary.